Private banks have a duty to ensure clients better understand the different aspects of sustainable investing and to tailor solutions to meet both their investment and impact needs, argues Standard Chartered’s Didier von Daeniken
Wealth Management

Private View Blog: Helping clients get to grips with ESG

Wealthy Latin Americans broaden investment horizons
The US is proving particularly popular with Latam individuals trying to insulate themselves against the Covid-19 pandemic and the volatility of local currencies

Asset managers must modernise method and message to meet client expectations
As the coronavirus pandemic reshapes our working lives, asset managers must find new ways to interact with their clients, says Avia Investors’ Apiramy Jeyarajah

Racial diversity essential to securing the best staff and highest profitability
Companies which fail to actively promote diversity are not only missing out on high-quality staff, but are simply leaving money on the table

Diverse workforces key for private banks to unlock female clients' true potential
There is nothing wrong with male advisers, but female investors feel more empowered when dealing with other women

Fintech on Friday: Robo-advisers and the future of financial planning
Robo-advisers must identify new revenue streams and find an efficient balance between automated services and human interaction if they are to become commercially successful

Financial firms predict office will remain post-Covid business hub
Financial institutions will need to maintain a post-Covid physical office presence, even if the set-up changes, as many employees continue to work for part of the week from home

Private asset nirvana clouded by recent hedge fund history
Leading private banks are scrambling to boost their private equity operations, claiming the hard-to-reach asset class will give clients the returns they need, and bring in healthy fees to boot. But haven’t we seen this all before, back when structured products and hedge funds were all the rage?

Cross-border 1MDB probes shine light on AML compliance
Most private banks have taken anti-money laundering obligations seriously and as the ongoing 1Malaysia Development Berhad scandal shows, the penalties for falling foul of regulations are severe

Wealth managers must leverage trusted adviser status to grow
Clients tend to be loyal to their wealth managers and would recommend them to others. Firms must make more of this in a Covid-ravaged world
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (December 2020 - January 2021)
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